Knowledge Base
The Master Training Vault for your RevStackr System.
GETTING STARTED
14 GuidesSetup Email, Phone, and SMS
Configure your essential communication channels to start reaching out.
Dashboard Overview
Understanding your analytics, conversion rates, and primary system metrics.
Adding Team Members
How to invite staff, set permissions, and manage user roles in RevStackr.
Connecting Your Domain
Step-by-step guide to linking your custom URL to your funnels and websites.
Setup Social Planner
Connect your social media accounts and start scheduling posts.
Setup Facebook and Instagram Lead Ads
Integrate your lead forms directly into the CRM.
Launch an SMS Campaign
Send your first text message broadcast to your list.
Connect Personal Inbox
Sync your personal email for two-way communication.
Setup Live Chat Widget
Add a chat widget to your website to capture visitors.
Launch a Website From Template
Build a full website quickly using our premium templates.
Launch a Website from Blank
Start from scratch and build a custom website.
Create & Sell Products
Set up products and start collecting payments.
Launch a Course
Create your first membership or course area.
Connect Stripe
Integrate your Stripe account to process payments.
CUSTOMER SUPPORT
8 Guides24/7 Customer Support Options
Learn how to access our round-the-clock support.
Troubleshooting Zoom Issues
Fix common issues during support calls.
Overview of Premium Customer Support
Details on our priority support tier.
Wallet - Auto Recharge & Adjustments
Manage your communication billing and wallet.
ActiveCampaign to RevStackr (Migration)
Guide to moving your data from ActiveCampaign.
ClickFunnels to RevStackr (Migration)
Guide to moving your funnels from ClickFunnels.
Skool to RevStackr (Migration)
Guide to moving your community from Skool.
RevStackr Platform Updates
Stay up to date with the latest features.
AI EMPLOYEE
7 GuidesAI Tools Overview
Discover all the AI capabilities built into RevStackr.
AI Voice Agents Overview
Learn about conversational voice AI bots.
How to Create Voice AI Agents
Step-by-step guide to building a voice agent.
Workflow AI Assistant
Use AI to build and optimize your automations.
AI Studio in RevStackr
Train your AI on custom knowledge bases.
Knowledge Base - Web Crawler
Train your AI using your existing website URLs.
Email Campaign Agent (Beta)
Let AI write and optimize your email broadcasts.
PHONE SYSTEM & SMS
6 GuidesNumber Intelligence & Spam Detection
Protect your caller ID and validate numbers.
A2P Campaign Rejections & Fixes
How to resolve SMS registration issues.
Pre-Built A2P Registration Flow
The fastest way to get your SMS approved.
Troubleshooting SMS Delivery
Fix common text message sending errors.
Voicemail For Company And Users
Set up professional voicemail greetings.
Moving Phone Numbers
Transfer numbers between sub-accounts.
Email Deliverability 101
Ensure your emails land in the inbox, not spam.
Reply & Forward Settings
Configure how inbound emails are handled.
What is LC Email?
Learn about our native email infrastructure.
Step-by-step guide to set up Mailgun
Connect a custom Mailgun account.
Setting Up SMTP Providers
Connect SendGrid, Gmail, or other SMTPs.
Using Google/Gmail as SMTP
Create app-specific passwords with 2-step verification.
Why Are My Emails Going To Spam?
Troubleshoot poor email placement.
CRM & CONTACTS
6 GuidesCreate a New Contact
Learn how to manually add a single contact and populate their details.
Import Existing Contacts
Migrate your existing contact lists into the RevStackr CRM using a CSV file.
Adding Files To Contacts
Upload attachments to a contact record.
All-New Contact Detail Page
Navigate the redesigned contact interface.
Bulk Edit Contacts
Add tags or update fields for multiple contacts at once.
Share Documents via Client Portal
Securely share files with your clients.
CONVERSATIONS
4 GuidesHow to Mark a Conversation as Read
Manage your inbox efficiently.
View & Edit AI Response Info
Monitor and adjust what your AI bot says.
Overview of Conversation Filters
Sort your inbox by channel or status.
Manual Call Actions
Set up power dialer lists in workflows.
MARKETING
6 GuidesSocial Planner Tags & Mentions
Tag other profiles in your social posts.
Template Library Overview
Access hundreds of pre-built marketing assets.
Trigger Links - Overview
Track clicks and trigger automations from links.
Text Snippets (Templates)
Save time with canned SMS and email responses.
How to Create a Brand Board
Store your logos and colors for easy access.
AI Conversational Appointment Booking
Let AI book meetings for you via text.
PIPELINES & OPPORTUNITIES
7 GuidesUnderstanding Pipelines
Learn how to map your sales process.
Step-by-Step Guide to Creating Opportunities
Add leads to your sales pipeline.
How to Filter Opportunities
Find specific deals in your pipeline.
Automating Opportunities
Move deals automatically based on actions.
Bulk Edit Opportunities
Update multiple deals at the same time.
How to use Custom Fields for Opportunities
Capture specific data points for your deals.
Using Company Fields Across RevStackr
Manage and use company fields efficiently.
SITES, FUNNELS & FORMS
9 GuidesLaunch a Funnel
Build and publish your first funnel using the drag-and-drop builder.
Custom Product Details Page
Build e-commerce product pages.
Pie Chart Visualizations in Analytics
Read your funnel performance data.
How to Create a Blog
Set up and publish your first blog post.
WordPress: Single Sign On
Access your WP dashboard directly from RevStackr.
Where Do Form Responses Show Up?
Locate your captured lead data.
Exporting Survey Answers
Send your survey data to Google Sheets.
How to Create Custom Business Card QR Codes
Generate vCard QR codes for networking.
Quiz Builder Guide
Create interactive quizzes to qualify leads.
WORKFLOWS
7 GuidesIntroduction to Workflows
Learn the basics of the automation engine.
Workflow Notes & Sticky Notes
Document your automations for your team.
Workflow Trigger - Contact Tag
Start an automation when a tag is added.
Workflow Action - Edit Conversation
Manage inbox status automatically.
Text Formatter
Format text dynamically in your automations.
Workflow Recipes - Instagram Comments
Auto-reply to IG comments.
How to use Custom Values
Use Custom Values as global variables.
CALENDARS & APPOINTMENTS
23 GuidesEmbedding Calendars using HTML
Put your booking widget on external sites.
User Permissions in Calendars
Control who can see and manage bookings.
Add Guests Features in Bookings
Let clients invite others to the meeting.
Services - Overview
Set up service menus for your business.
Understanding Listings & Categories
Organize your service offerings.
Create & Edit Listings
Learn how to create and edit rental listings.
Configuring Pricing & Discounts
Set up advanced pricing rules for rentals.
RevStackr Group Calendar Overview
Group multiple calendars under one link.
Find Group Calendar ID
Locate the ID for any Group Calendar.
Neo Group View Template
Enhance your group management experience.
Setting Up Linked Calendars
Synchronize external calendars and prevent double-bookings.
Appointment Notifications
Set up Email, In-App, SMS & Whatsapp notifications.
Manually Booking Appointments
Schedule appointments for leads, clients, or team members.
Appointment Notes & Sync
Create, manage, and sync appointment notes across records.
Appointment List View
Manage appointments at scale using Smart Lists.
Missing Appointment Slots
Troubleshoot missing or unavailable time slots.
Disable Contact Timezone
Remove the ability for contacts to adjust timezones.
Multiple Calendars on One Page
Show multiple calendars without using a group.
Calendar Disconnect Notifications
Stay informed when your integrations disconnect.
Guide To iCloud Calendar Integration
Connect your iCloud account and calendars.
Hide Third-Party Calendar Details
Keep third-party calendar details confidential.
Google Calendar Writer Access Error
Resolve the writer access error for syncing.
Re-Integrate Google Calendar
Resolve sync issues and restore calendar functionality.
PAYMENTS & INVOICING
23 GuidesHow-to add Taxes Overview
Add, manage, and apply taxes to your products.
Automatic Taxes on Mobile
Automatically calculate and apply taxes when creating invoices or POS transactions on mobile.
Apple Pay and Google Pay
Using Apple Pay and Google Pay in order forms.
Customize Invoice Notifications
Set up custom Email and SMS alerts for invoicing.
Invoices - New Revamped UI
Navigate the improved invoice builder interface.
Bank-Only Transfers
Configure invoices to support bank-only transfers (SEPA & ACH).
Edit Recurring Invoices
Modify frequency, dates, and products of recurring invoices.
Payment Links for Multiple Products
Combine one-time and recurring products in a single link.
Customize Payment Links
Personalize payment links with your brand colors.
Send Documents and Contracts via SMS
Deliver contracts and documents directly through text messages.
Capture Feedback on Declined Documents
Automate follow-ups when a proposal is rejected.
Subscriptions Page Overview
Track active, canceled, and past-due recurring payments.
Subscription & Refund Triggers
Automate actions based on subscription status and refunds.
Failed Payment Retries
Configure retry logic and dunning emails for failed payments.
Text-To-Pay Links
Generate and send secure payment links directly via SMS.
Bulk Import Products
Import multiple products at once using a CSV file.
How Product Deletion Works
Learn how to delete products and understand protected products.
Import Products From Stripe
Import recurring products and prices from Stripe.
Supported Payment Providers
See which payment methods work in each product area.
Adding PayPal Buttons
Enable PayPal and PayLater in your payment elements.
Getting Started with Gift Cards
Create and manage gift cards in RevStackr.
Track Gift Card Performance
Analytics and metric tracking for gift cards.
How to Sell Gift Cards
Set up payment links and order forms for gift cards.
SETTINGS & DOMAINS
8 GuidesBranding System-Generated Links
Set up a custom API domain for system links.
Find Location ID
How to find a sub-account's unique Location ID.
Media Storage Limits
File upload limits and media storage capacity.
User Access
Manage user roles and location access.
Email Signatures
Set up professional email signatures for users.
Admin Vs. User Roles
Understand permission scopes and role differences.
Prevent Domain Conflicts
Troubleshoot and prevent domain connection issues.
Audit Logs
Exporting and viewing audit logs for compliance.
DOCUMENTS & CONTRACTS
3 GuidesDASHBOARDS & REPORTING
15 GuidesDashboard Overview Metrics
Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution.
How To Create A Custom Dashboard
Build tailored reporting views for your team.
Manage Dashboard Permissions
Control who can view or edit dashboards.
What Are Dashboard Widgets?
Learn about the different types of widgets available.
Create & Add Dashboard Widgets
Enhance your dashboards with new widgets.
Customize Dashboard Themes
Personalize the look and feel of your dashboards.
Create Dashboard Templates
Save dashboard layouts as reusable templates.
Subaccount Dashboard Page - View or Edit
Manage default dashboard layouts for subaccounts.
Understanding Attribution Source
Learn how RevStackr tracks and attributes leads.
Google Ad Reporting Terminology
Understanding Google Ad Reporting Terminology.
Setup Google Ad Reporting
How to set up Google Ad Reporting.
Custom Reports
How to create custom reports and schedule reports.
Template Library for Custom Reports
Save time by using pre-built reporting templates.
Local Marketing Audits
How to Use Local Marketing Audits & Compare Reports.
Website Detection
Website Detection in Marketing Audit Reports.
MEMBERSHIPS & COMMUNITIES
6 GuidesAdding Closed Captions
Add subtitles to your video courses.
Checkout Orchestrator
Optimize your membership checkout experience.
Course Preview & Drip
Control course previews and drip scheduling.
Setup & Manage Communities
Build an engaged private community.
Manage Community Members
Administer your community members.
Manage Community Content
Organize discussions and moderate posts.
APP MARKETPLACE & INTEGRATIONS
18 GuidesApp Marketplace Overview
Get Started w/ App Marketplace.
Google Integrations
How to Integrate Google Business Profile.
GBP Chat Sunset
Info on Google Business Messages deprecation.
Stripe Integration
How to Connect Stripe to Your Sub-Account.
Stripe One-Time Charge
How the Stripe One Time Charge trigger works.
Stripe Refund Status
Sync refund statuses from Stripe.
Facebook Integration
Connect Multiple Facebook Pages.
FB Leads via Pabbly
Integrate Facebook Lead Ads using Pabbly.
FB Conversion Leads
Send offline conversion events to Facebook.
Zapier Integration
Troubleshooting Zapier connections.
TikTok Integration
How to Integrate TikTok Lead Ads.
API Documentation
RevStackr API Documentation for developers.
Troubleshoot API Requests
How to Use Webhook.site to Troubleshoot.
Developer's Marketplace
How to Get Started with the Developer's Marketplace.
Web Chat Advanced Configs
Web Chat Widget - Advanced Configurations + API.
Add Business Name in Zapier
How to add Business Name in Zapier.
Manychat Integration
Manychat to RevStackr Integration.
Find Pipeline ID with Zapier
Finding the Pipeline and Stage ID using Zapier.
CUSTOM OBJECTS & COMPANIES
5 GuidesGetting Started with Custom Objects
Creating and Editing Custom Objects.
Advanced Filters
Advanced Filters for Custom Objects.
Custom Object Templates
Pre-Built CRM Setup in One Click.
Getting Started with Companies
Company Based Workflows - Company Triggers & Actions.
CRM Import/Export
How to Bulk Import Companies Using a CSV File.
MEDIA STORAGE & ASSETS
4 GuidesNOTIFICATIONS & BILLING
3 GuidesMOBILE & DESKTOP APPS
2 GuidesE-COMMERCE & CERTIFICATES
11 GuidesE-Commerce Store Setup
Turn your website into an online store.
Manual Payment Method
Accept offline payments in your store.
Shipping & Delivery Rates
Configure shipping zones and rates.
Create a Template
Create a Certificate Template.
Manually Issue Certificates
Issue certificates outside of courses.
Toggle Certificate Permissions
Manage staff access to the certificate builder.
Download Certificates
How clients download their certificates.
Set Expiry Dates
Add expiration dates to certificates.
Cloning Certificate Templates
Duplicate templates across sub-accounts.
Use Badges in Builder
Add visual badges to your certificates.
Automate Badge Issuance
Issue certificates via workflows.
CLIENT PORTAL & MERGE FIELDS
5 GuidesHow Customers Use the Portal
Overview of the client portal experience.
Setup Client Portal
Configure branding and domains.
Client Portal Dashboard
Understand the portal layout.
List of Merge Fields
Reference all available merge fields.
Overview of Merge Fields
Learn to use dynamic variables.
REPUTATION MANAGEMENT
7 GuidesCustomize Review Requests
Edit SMS/Email review templates.
Dispute Google Review
Flag fake reviews to Google.
Send Review Requests
Ask for reviews manually or automatically.
Video Testimonials
Collect and showcase video reviews.
Competitor Analysis
Track local search performance.
Optimize Google Business Profile
Improve local search rankings.
GBP Post Scheduler
Automate posts to Google Business Profile.
COMPLIANCE & LEGAL
1 GuidesADD-ONS & MARKETPLACE
1 GuidesUNIVERSITY / HOW-TO'S
6 GuidesBuild A Payment Page
Build a payment page to sign up new clients.
Double Opt-In Flow
How To Build A Double Opt-In Flow.
Custom Values for Images
How to use Custom Values for images in funnels and websites.
Generate Leads Locally
How To Generate Leads From Local Chamber & BNI Meetups.
Guide To Bulk SMS
Send Messages People Actually Want To Receive.
Alpine HVAC Case Study
Read the Alpine HVAC Case Study.